CUSIP 97717Y626ALTRNTVE INCM FDHYINQ4 2025
Aggregate 13F value by quarter
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18 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Wealthplan Investment Management, LLC | 137.4K | $2.18M | +137.4K | New |
| 2 | Cetera Investment Advisers | 57.2K | $908.1K | +10.1K | Added |
| 3 | Delta Investment Management, LLC | 22.4K | $356.3K | +22.4K | New |
| 4 | Prospera Financial Services Inc | 21.7K | $344.4K |
| +21.7K |
| New |
| 5 | Breachway Investments LLC | 19.7K | $312.6K | +19.7K | New Position |
| 6 | Citadel Advisors LLC | 15.7K | $250.2K | +15.7K | New |
| 7 | Wealthplan Partners, LLC | 14.2K | $226.1K | +14.2K | New |
| 8 | Osaic Holdings, Inc. | 12.9K | $204.5K | +2.0K | Added |
| 9 | Kestra Advisory Services, LLC | 5.0K | $80.0K | +5.0K | New |
| 10 | Ubs Group AG | 1.1K | $17.3K | +1.1K | New |
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